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Meet with an accountant in Doral

Whether you need help with bookkeeping, a tax return, payroll or a new company, the easiest first step is a conversation with an accountant in Doral who can look at your situation and explain your options. You can call us, send an email, fill out the form on this page or visit our office.

Below you will find how we work, what to bring to your first appointment and how to reach us.

How a first appointment works

First, tell us briefly what you need when you contact us: the service, whether it is for a business or for you personally, and any deadline or notice you are facing. That helps us prepare before we meet.

Next, we schedule a meeting in person, by phone or by video. During the conversation, an accountant in Doral from our team reviews your documents, asks questions about your business or household and explains what the work involves.

Finally, we send you a summary of the proposed scope and a checklist of any information still missing. Nothing starts until you agree with the plan.

What to bring to your first meeting

For tax matters, bring your last two tax returns, the income forms you have received this year and any letters from the IRS or the Florida Department of Revenue. If you received a notice, the IRS tool to understand your notice or letter is a useful place to start.

For bookkeeping and payroll, bring recent bank and credit card statements, access to your accounting software and your latest payroll reports. With those records, an accountant in Doral can quickly see where your books stand.

If you plan to form a company, bring identification for each owner, a few name options and a short description of the business. You can check name availability on the state’s official Sunbiz website beforehand.

Services you can ask us about

When you contact an accountant in Doral at JCB Solutions, you can ask about bookkeeping and accounting, small business accounting, tax preparation for businesses and individuals, and payroll services.

We also help with QuickBooks services and remote access, IRS problem resolution and audits, international tax services, business incorporation in Florida, financial planning and tax consulting.

How to find our office in Doral

Our office is at 7500 NW 25th St, Suite 237, Doral, FL 33122, west of Miami International Airport.

When you arrive at the building, look for Suite 237. If you prefer not to travel, an accountant in Doral from our team can meet with you by phone or video, and documents can be shared electronically.

Our hours are Monday to Friday, 8:00 a.m. to 5:00 p.m. We are closed on Saturdays and Sundays.

Questions we usually ask in the first call

What type of entity do you have, if any, and when was it formed? Who are the owners, and do any of them live outside the United States?

How do you keep your books today, and when was your last tax return filed? Do you have employees, contractors or sales tax accounts?

Having these answers at hand lets an accountant in Doral understand your case in a single conversation and recommend a realistic plan. If you are not sure about an answer, that is fine: finding out is part of our job, and we will tell you which document holds the information.

Working remotely with us

Many clients live outside Miami-Dade or outside the United States. For them, we handle the full process online: document exchange, reviews by video and signatures in electronic form when allowed.

Remote clients receive the same attention as those who visit, and they can always come to the office when they are in town to meet their accountant in Doral in person.

Frequently asked questions

Do I need an appointment to visit? Yes, we recommend scheduling first so the right person is available and has time to review your case.

Can I send documents before the meeting? Yes. Sending them by email ahead of time lets your accountant in Doral prepare questions and make the meeting more productive.

I am opening a company from abroad. Can I still contact you? Yes. Foreign entrepreneurs often reach us before they travel, and we can start the incorporation and tax setup remotely, then meet in person when they visit Florida.

Can we meet in Spanish? Yes. You can speak with us in English or Spanish, whichever is more comfortable for you.

What if I have an IRS deadline? Mention the date of the notice when you contact us, so we can plan the review around it.

Do you help businesses and individuals? Yes. An accountant in Doral from our team can work on your company’s books and your personal return together, so both stay consistent.

Contact your accountant in Doral today

Use the form on this page, call or email us with a short description of what you need, and we will schedule your first conversation.

Call 1 (866) 296-1833 or email info@jcbsolutionsinc.net. Our office is at 7500 NW 25th St, Suite 237, Doral, FL 33122, open Monday to Friday from 8:00 a.m. to 5:00 p.m. You can also send us a message through our contact page.